0330 038 8938
Based in Bromsgrove
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Daisy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daisy's status
Last checked: 20 November 2025
Daisy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Daisy's status
28
Recent Client Reviews
Daisy has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daisy has received 28 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 15 December 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Daisy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Daisy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daisy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daisy has provided information on their typical fees
Daisy has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
26
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Daisy (based on 26 first impressions)
96% of users who are not yet clients had a positive first experience with Daisy
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Daisy (based on 26 first impressions)
I pride myself in offering my clients tailored pension and investment advice for their own individual needs and circumstances. I offer my clients both the support and advice throughout their journey whilst striving to deliver an excellent customer experience each and every time. I like to keep my knowledge and understanding of the financial industry up to date by regular studying for further advanced qualifications. I have recently completed my Chartered Status.